Who We Are

Your future. Your family.
Your business. Your experience.

Rockfield Financial Inc. humanizes the financial process, helping our
clients better understand their options available. Our goal is to help you confront life’s biggest challenges.

Our main focus and specialty is tax and/or estate issues as
well as intergenerational wealth transfers. Our unique and holistic
approach to planning has eliminated, reduced and resolved major tax concerns for our clients.

At Rockfield Financial Inc. our goal is to help you confront life’s biggest challenges.

Knowledge. Guidance.
Perspective.

No matter the circumstance our specialists can mold a solution tailored to you.

Rockfield Financial Inc. looks at each client individually to find out where they are now and where they will be down the road, then a flexible strategy is customized to match those ideas.

Once we make a commitment, our company will help you through the process – every step of the way. We look ahead to anticipate changes before they happen, and if there is a problem, we will find a solution.